Subject Matter Experts > Underwriting

Underwriting Consultants

The Jacobson Group delivers experienced underwriters as a timely and cost-effective solution to your temporary underwriting needs. Our underwriters are used as a stop gap during a permanent search, an alternative to traditional consulting firms, or simply for an extra staff member during peak periods or projects.

With more than four decades of insurance industry experience and relationships at work, Jacobson provides immediate access to underwriting consultants on an interim basis for special projects and short-term engagements.

Finding qualified underwriters on a temporary or contract basis has been growing more challenging in recent years. Industry trends indicate that there will be a deficit of 33,000 insurance professionals by 2020 and 25% of the underwriting force is due to retire in the next 5 years. Combine this with a growing need for underwriters and finding the right talent has never been more difficult.

Leveraging an average of 15 years of functional expertise, our underwriters can quickly step in to address critical business situations.


Underwriting Consultants

Jacobson provides underwriting experts with the hands-on knowledge and proven product line expertise necessary for each assignment.


Health Underwriters – Download Brochure

Underwriting consultants are in high-demand, and the health industry is no exception. Skilled underwriters with functional expertise and specific health insurance product line experience are required to be successful in today’s competitive climate. Our underwriting experts provide acumen in the following subject matter areas:

  • Individual and Group Underwriting
  • Pricing
  • Process Analysis
  • Process Improvements
  • Underwriting Management

Search our consultant database to find the right underwriter for your specific need or contact us to learn more.


Life and Disability Underwriters - Download Brochure

As with other lines, the life and disability insurance industry has its unique challenges. Skilled underwriters help navigate these challenges for more profitable products and decreased exposure.

  • APS Summaries
  • Full Underwriting
  • Growth
  • Interim Management
  • Quick Quotes
  • Trial Apps
  • Mergers and Acquisitions
  • Operational Streamlining and Efficiencies
  • Strategic Planning
  • Training
  • Underwriting Guideline Development

Search our consultant database to view the biographies of our underwriting consultants or contact us to learn more.


Property and Casualty Underwriters – Download Brochure

The underwriting projects of the property and casualty industry are as diverse as its product lines. We provide underwriters with proven product line knowledge and hands-on functional expertise to meet a variety of underwriting needs.

  • Auditing
  • Backlogs
  • Branch Consolidations
  • Growth
  • Interim Management
  • Marketing Penetration and Feasibility Studies
  • Mergers and Acquisitions
  • Operational Streamlining and Efficiencies
  • Product Launches
  • Strategic Planning
  • System Conversions Training

Search our consultant database to browse the property and casualty underwriters in our database or contact us to learn more.


Jacobson’s Underwriting Consultants Network

Throughout the past 45 years, we have developed an extensive network of underwriting experts. To view a sampling of the consultants available for your special projects and interim engagements, search for underwriting consultants now.


Life Underwriter
Financial Services Company

Advanced Underwriters (3)
Life Insurance Company

Underwriting Director
Health Plan Company

Group Medical Underwriters (14)
Life Insurer

Medical Underwriter
Healthcare Provider